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Advisory

CFO-level finance leadership, without the full-time cost.

Bring senior financial judgement into your business when you need it — strategy, cash, reporting and risk, led by people who have run finance functions at scale.

7Areas covered
3Engagement models
6Regions
Ex-CFOLed
How we help

Seven ways a Virtual CFO moves the numbers

01

Financial Strategy & Planning

Build a financial roadmap aligned to your goals — budgets, forecasts and the plan to hit them.

02

Cash Flow Management

Keep cash visible and under control, with forecasting and working-capital discipline that prevents surprises.

03

Financial Reporting & Analysis

Board-ready reporting and analysis that turn numbers into decisions, on a reliable monthly rhythm.

04

Cost Control & Efficiency

Find and remove cost leakage, and put the controls in place to keep margins where they should be.

05

Risk Management

Identify, quantify and mitigate financial risk before it reaches your P&L or your board papers.

06

Technology & Financial Systems

Choose and run the right finance stack — from ERP to reporting tools — for how your business works.

07

Mergers & Acquisitions

Diligence, modelling and integration support to help you buy, sell or raise with confidence.

What it costs to go without

The gaps a Virtual CFO closes

Founders and finance teams tend to feel these long before they name them.

No forecastCash calls made on gut feel, not a rolling forecast — Working capital surprises
Late signalMargin erosion spotted months after it started — No monthly reporting rhythm
Founder-ledFounder time lost to ad hoc financial firefighting — Not strategy or growth
Board-blindNo board-ready numbers when funding or diligence calls — Credibility cost
Virtual CFO reviewing strategy with a client
Board-readyReporting every month
Why it works

A peer in the room, not a report in the inbox.

Our Virtual CFOs are ex-CFOs. They sit alongside you on the decisions that shape the business — funding, margin, risk and growth — and translate finance into a plan you can act on.

  • Senior by defaultEngagements led by people who have held the CFO seat.
  • Scaled to your stageFrom a few days a month to hands-on through a raise or transaction.
  • Joined up with deliveryBacked by the same team running your Oracle Fusion and accounting operations.
Ways to work with us

Engagement models that fit your stage

Not sure which fits? We recommend the right model after a short discovery call.

Ongoing retainer

A set number of days a month for reporting, reviews and strategic input — a standing peer in the room.

Project & transaction

Scoped support for a raise, an acquisition, a system change or a turnaround, with hands-on involvement while it matters.

Fractional, embedded

Near-full-time involvement without the full-time cost — for stages that need a CFO in the room most weeks.

How we engage

From first call to a standing seat at the table

1

Discovery call

We understand your stage, goals, and where financial judgement is missing today.

2

Diagnostic review

A first pass on cash, margin, reporting and risk, so we know exactly where to start.

3

Roadmap & priorities

A short, practical plan — what changes first, and what it should deliver.

4

Embed & deliver

Working sessions, monthly reporting and decisions made alongside your team.

5

Scale as you grow

The engagement flexes up around funding, transactions or growth — and back down once the work is done.

Virtual CFO FAQs

Answers to the questions we’re asked most

How much does a Virtual CFO cost compared to a full-time hire?

Engagements are scoped to what you actually need, from a few days a month to a near-full-time seat during a raise or transaction, so you get senior finance leadership without the full-time salary, benefits and overhead of an in-house CFO.

When is a business ready for a Virtual CFO?

Common triggers are outgrowing a bookkeeper or part-time accountant, preparing for funding or a transaction, losing visibility over cash and margin, or needing board-ready reporting for the first time.

How much time will a Virtual CFO spend with us?

It scales to your stage: a light monthly cadence for reporting and reviews, rising to hands-on weekly or daily involvement around funding rounds, audits or major decisions.

Will a Virtual CFO work alongside our existing accountant or finance team?

Yes. A Virtual CFO sets direction and owns strategic decisions, working alongside your bookkeeper, accountant or in-house finance team rather than replacing the transactional work they do.

How is this different from a fractional CFO marketplace?

Our Virtual CFOs are backed by the same delivery team running Oracle Fusion and accounting operations for other clients, so strategy is joined up with execution rather than handed off to a freelancer working alone.

Need a CFO in the room?

Let’s talk about where senior finance leadership would move the needle for you.